AI Chips and Infrastructure — Page 4

XPeng's IRON humanoid walks off a production line, with mass production due by year-end

The claim that matters is not the robot. It is that a carmaker is applying automotive quality systems to humanoid manufacturing, which is where the sector has been stuck.

Arm doubles its server core ceiling to 128 with Neoverse CSS N4

CSS is not a chip. It is a pre-validated design other companies finish, and it is how Graviton and Azure Cobalt were built.

Amazon gets a warrant for 25 million Qualcomm shares, tied to $60bn of chip purchases

The commercial terms are unusual: Amazon's stake in Qualcomm grows only as it actually buys Qualcomm server chips, with the full 25 million shares vesting against $60bn in payments.

DeepSeek orders 160,000 Huawei chips for a one-gigawatt inference site

It would be among the largest publicly described clusters built on Huawei silicon — and DeepSeek is still not willing to train on it.

A TCS unit will spend up to $7.4bn on a one-gigawatt AI data centre campus in Hyderabad

India has plenty of announced AI capacity and very little energised. A gigawatt in one place would change that, if the power arrives.